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American Express

2,992 hedge funds and large institutions have $217B invested in American Express in 2025 Q4 according to their latest regulatory filings, with 400 funds opening new positions, 1,053 increasing their positions, 1,121 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.51% more ownership

Funds ownership: 83.61%85.12% (+1.5%)

0% more call options, than puts

Call options by funds: $3.22B | Put options by funds: $3.22B

6% less repeat investments, than reductions

Existing positions increased: 1,053 | Existing positions reduced: 1,121

Holders
2,992
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.22B
Puts
$3.22B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
1976
Osterweis Capital Management
California
$564K
IRC
1977
Investors Research Corp
Georgia
$564K
WA
1978
Wealthstar Advisors
Texas
$563K
PCM
1979
Polymer Capital Management
New York
$562K
OC
1980
Optima Capital
Oregon
$561K
MCM
1981
MV Capital Management
Maryland
$560K
VC
1982
Vicus Capital
Pennsylvania
$559K
AAS
1983
Annex Advisory Services
Wisconsin
$559K
JIP
1984
Jaffetilchin Investment Partners
Florida
$558K
WCFA
1985
Walkner Condon Financial Advisors
Wisconsin
$557K
MPIA
1986
Mountain Pacific Investment Advisers
Idaho
$557K
WAM
1987
Walker Asset Management
Missouri
$557K
PCM
1988
Princeton Capital Management
New Jersey
$556K
PAS
1989
Professional Advisory Services
Florida
$555K
HP
1990
Holowesko Partners
Bahamas
$555K
BI
1991
Bramshill Investments
Florida
$555K
WA1
1992
Wimmer Associates 1
California
$555K
AAIM
1993
Asset Advisors Investment Management
Georgia
$555K
PIP
1994
Peachtree Investment Partners
Florida
$554K
CIA
1995
Compass Ion Advisors
Pennsylvania
$553K
AWA
1996
Amplius Wealth Advisors
Pennsylvania
$552K
RWPA
1997
Richard W. Paul & Associates
Michigan
$551K
SWR
1998
Spahn Wealth & Retirement
Arizona
$550K
KOC
1999
Koss-Olinger Consulting
Florida
$550K
SCA
2000
Sandy Cove Advisors
Massachusetts
$550K